Sample Reports | Old Reports | Not Current

Suncorp (ASX:SUN)
Core
medium
B
On the Queensland Team Suncorp Group (ASX:SUN) shares have made modest gains since our last coverage. We continue to be positive on the name due to the combination of a reasonable valuation and our expectation of an improving premium and investment income environment. The company has a good banking business and strong positioning in the Queensland market, an area which we view favourably and whose prospects have improved recently on stable commodity prices. March Quarter Update – Suncorp Bank (ASX:SUN) During the March
Qantas (ASX:QAN)
Core
Still gaining altitude Qantas Airways (ASX:QAN) shares have continued to gain altitude since our last coverage. The third quarter trading update provided further confirmation of the success of its turnaround efforts in recent years and a general improvement in market conditions, setting it up for a record year of underlying profits despite a rise in fuel costs. An on-market share buyback program supports the investment case. Fuel costs – the State of Play Source: Platts, Oanda Although there has been a recent dip, fuel
A2 Milk (ASX:A2M)
Speculative
high
T
A Small Protein, Big Difference In the last couple of weeks, we have been looking closely at the opportunities in the Infant Formula space with our notes on Bubs Australia (ASX:BUB) and Bellamy’s Australia (ASX:BAL). Both of which have found their respective niches in the space. Today we take a look at the much larger and more well-known rival, A2 Milk (ASX:A2M, NZE:ATM) which has a market capitalisation of circa A$7.5 billion for its ASX listing. Source: Company Website While Bellamy’s differentiates with
Gold Road Resources (ASX:GOR)
Speculative
high
B
Yamarna; building and exploring in unison Gold Road (ASX:GOR) is continuing to prove-up the potential of its Yamarna Belt as a gold host. The company is progressing its Gruyere mine (Gold Road ‘s interest 50%) toward production and is in the meantime enjoying ongoing exploration success across the Yamarna Belt. The structure of the Gruyere mine site joint venture with Gold Fields has enabled the company to advance its exploration. The following figure shows the location of the company’s projects (highlighted): Source:
Silver Chef (ASX:SIV)
Special
medium
H
Hitting a Rough Patch Shares in equipment financier Silver Chef (ASX:SIV) took a tumble in early July after an adverse trading update, and an issue that has arisen with ASIC which has created further uncertainty. We view the company’s medium-term prospects favourably, but it will likely take some time to regain investor confidence. That said an 8% surge in the shares today was interesting, given that there was no obvious catalyst in terms of market announcements. Earlier the company announced a major
ANZ Banking Group (ASX:ANZ)
Core
medium
B
Bulking up the Buy-Back Positive sentiment towards ANZ (ASX:ANZ) has increased over the past month supported by the doubling of the bank’s share repurchase program amid a continued strategic transformation. The recovery in the shares coincides with a time when the sector is still facing headwinds, and in the wake of the Royal Commission. We continue to regard the bank as one of the better equipped to withstand any turbulence. ANZ (ASX:ANZ) has also found itself in the crosshairs of the Commonwealth
Stockland (ASX:SGP)
Special
medium
B
A Solid Foundation Diversified property player, Stockland (ASX:SGP) recently announced that it will hit the top end of its profit guidance for the Fiscal Year (FY18) on the back of strong performance in its residential business with most buyers being “owner-occupiers” instead of speculators or “investors”. In light of that fact, we maintain our BUY rating on the stock. What’s New? Since our previous coverage of Stockland (ASX:SGP) back in May (FAT-AUS-875) where we covered the company’s 3Q18 update, there has been quite
Praemium (ASX:PPS)
Speculative
high
H
Stepping up to the plate Investor appetite for financial service platform provider Praemium (ASX:PPS) has risen strongly since our last review at the end of May, and buy recommendation at that point around 70 cents. This follows more mandate wins domestically as well as a further push offshore, and yet another positive quarterly update, with funds under administration soaring to a record $8.3 billion. The market is now beginning to really appreciate the operating leverage which Praemium possesses, and which has underpinned


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Stock Disclosure

ASX- Listed Australian Stocks:
29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX

International Stocks:
BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY